You've asked an interesting question. I think the key thing is that there are a lot of policies still going on at the state level. The largest markets in the U.S.—California, the northeast, New York, Massachusetts—are still making efforts towards a climate policy, so I don't think it's as simple as saying there is nothing happening in the U.S. It does raise the question about whether the bar will be as high, because the policies that the states are putting in place certainly are not as stringent as what would have been put in place, for example, if Obama's clean power plan had stayed in place. I think it's something for the governments to be cautious about, or certainly to be aware of.
One of the things I remember talking about in the policy brief for C.D. Howe was that it may mean that Canadian firms with a focus on clean technology will turn their attention to, or focus more on, the European market rather than the U.S. market. I think you're absolutely right that there is a danger of the U.S. falling behind in clean technology.